Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
72,271
+785
+1% +$17.4K 0.18% 132
2025
Q1
$1.99M Buy
71,486
+4,364
+7% +$122K 0.24% 116
2024
Q4
$1.75M Sell
67,122
-3,704
-5% -$96.7K 0.2% 125
2024
Q3
$2.17M Sell
70,826
-2,373
-3% -$72.7K 0.25% 117
2024
Q2
$2.03M Sell
73,199
-2,708
-4% -$75K 0.26% 111
2024
Q1
$2.4M Sell
75,907
-1,114
-1% -$35.2K 0.32% 92
2023
Q4
$2.45M Sell
77,021
-1,608
-2% -$51.1K 0.36% 90
2023
Q3
$2.13M Buy
78,629
+8,404
+12% +$228K 0.35% 93
2023
Q2
$2.1M Sell
70,225
-128
-0.2% -$3.82K 0.36% 93
2023
Q1
$2.23M Sell
70,353
-378
-0.5% -$12K 0.41% 88
2022
Q4
$2.22M Sell
70,731
-35
-0% -$1.1K 0.44% 83
2022
Q3
$2.02M Sell
70,766
-42
-0.1% -$1.2K 0.43% 82
2022
Q2
$2.52M Sell
70,808
-84
-0.1% -$2.99K 0.45% 78
2022
Q1
$2.77M Hold
70,892
0.44% 71
2021
Q4
$2.72M Sell
70,892
-2,242
-3% -$86.1K 0.38% 86
2021
Q3
$2.48M Hold
73,134
0.38% 84
2021
Q2
$2.5M Sell
73,134
-135
-0.2% -$4.62K 0.45% 79
2021
Q1
$2.25M Sell
73,269
-1,380
-2% -$42.3K 0.36% 89
2020
Q4
$2.09M Sell
74,649
-23
-0% -$643 0.35% 84
2020
Q3
$1.88M Sell
74,672
-172
-0.2% -$4.33K 0.35% 80
2020
Q2
$1.77M Sell
74,844
-111
-0.1% -$2.62K 0.38% 77
2020
Q1
$1.68M Sell
74,955
-4,663
-6% -$105K 0.43% 72
2019
Q4
$2.48M Sell
79,618
-815
-1% -$25.4K 0.47% 69
2019
Q3
$2.12M Buy
+80,433
New +$2.12M 0.47% 66